Senior Paraplanner

Join to apply for the Senior Paraplanner role at Eden Rose Senior Paraplanner – Esher, Surrey Free parking + great benefits 4 days a week onsite We’re currently working with a highly regarded wealth management practice seeking an experienced Senior Paraplanner to join their growing team based in Esher. This is a permanent, full-time opportunity offering a collaborative and professional environment. As a key member of the technical team, you’ll work closely with advisers and administrators to deliver exceptional financial planning support across high-net-worth clients – investments, pensions, tax, and estate planning. This role is ideal for someone who thrives in a detail‑oriented, client‑focused environment and enjoys being the “go‑to” person for technical expertise. Key Responsibilities Deliver high‑quality technical paraplanning support to ensure clients receive robust, compliant, and tailored financial strategies. Collaborate with advisers to identify opportunities for effective financial planning and source appropriate solutions. Communicate with Administrators to deliver the advice process. Prepare detailed financial plans and reports, including cashflow modelling, investment strategies, and technical calculations. Conduct in‑depth product research and comparisons using systems such as FE Analytics and Voyant. Maintain ownership of cases from start to finish, ensuring all recommendations meet compliance and quality standards. Support post‑review case work, assist with client meeting preparation, and handle technical queries. Stay up to date with changes in legislation, regulation, and internal templates/processes. Skills & Experience Minimum of 3 years’ paraplanning experience within a wealth management or SJP environment. Level 4 Diploma qualified – Chartered status desirable. Strong knowledge of pensions, investments, IHT, and trusts. Confident using research and financial planning tools (e.g. FE Analytics, Voyant). Excellent attention to detail with strong analytical and numeracy skills. Highly organised, proactive, and able to manage multiple priorities in a fast‑paced setting. Personal Attributes Professional and client-focused with excellent communication skills. Calm under pressure and comfortable handling complex technical information. Collaborative team player with a positive and proactive attitude. Benefits 25 days of annual leave + bank holidays 4% employer pension contribution (matched) Discretionary performance‑related bonus Private medical insurance (after probation) Exam support and paid study leave Onsite parking If you’re an experienced Paraplanner seeking a senior‑level role within a supportive and forward‑thinking wealth management environment, we’d love to hear from you. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Industries Staffing and Recruiting #J-18808-Ljbffr